Create a Diary Entry

Streamline site management with this guide to creating a comprehensive site diary on the Plexa Dashboard. Record weather, daily activities, and notes efficiently to enhance communication and documentation. Perfect for maintaining thorough site records.

Step By Step Guide

1. Click "Site Management" on the Plexa Dashboard

2. Click "Site Diary" in the Site Menu

3. Click "+" on the date you wish to make a Diary Entry

4. Check your site weather widget to confirm the weather forecast

5. Add a comment to the weather

6. Add a Site Open & Close Time or Use "Last Recorded Site Hours"

7. Click "NEXT"

8. Select all Daily Activities that were recorded on site. Or checkbox which items you want to show in your Site Diary

9. Click "NEXT"

10. Select to show All Photos, Meetings & Bulletins in your Site Diary, or select which ones you want to show.

11. Click "NEXT"

12. Complete Additional Diary Notes hour by hour.

13. Complete "site notes" in text box

14. Click "ADD ACTIVITIES" to record site activities by Trade

15. In the dropdown to select an Organisation.

16. Enter number of workers that were on site in "workers " Field.

17. Select "LOCATION" from the dropdown to select where the Organisation was working

18. Click the "Type a comments" field to add Diary notes relating to this Organisation

19. Click "Save" or "Save as Draft".

Video Tutorial

For a visual guide, watch the video tutorial below